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| Keyboard |
| Physician Wealth Solutions Inc
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|---|---|
| CRD # | 151570 |
| SEC # | 801-109977 |
| CIK # | 0002007116 |
| AUM | 298.9 M (2026-02-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 404-386-7641 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 10.3 |
| (b) Individuals (high net worth individuals) | 77 | 288.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 298.9 |
| By Discretionary | ||
| Discretionary | 459 | 298.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 298.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.9 | |
| Total | 459 | 298.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007116] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Monterey Wealth Partners LLC
✚
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GA | 300.1 M |
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Capital West Partners LLC
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|
Silver Oak Wealth Advisors Services LLC
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SPWM Advisors LLC
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|
Hamrick Investment Counsel LLC
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|
Crescent Hill Partners LLC
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|
Avid Wealth Partners LLC
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|
Trend Trade Pro LLC
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|
Marshall Investment Management LLC
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|
ITS Asset Management LP
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